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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,729 | $133,981+33.4% | $112,249+59.2% | $134,532+32.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.74% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $6,483 | $4,040+60.5% | $3,636+78.3% | $4,741+36.7% |
| Participant deferral / active EE | $11,662 | $5,292+120.4% | $4,729+146.6% | $6,401+82.2% |
| Admin fee / account holder | $564 | $7,492-92.5% | $6,412-91.2% | $11,429-95.1% |